Position history for EP Wealth Advisors, LLC's holdings in VALERO ENERGY CORP
EP Wealth Advisors, LLC holds 224,571 shares of VLO (VALERO ENERGY CORP), worth $55.5M as of 2026-Q1. The position was decreased (-0.7% shares). VLO represents 0.3% of EP Wealth Advisors, LLC's portfolio.
Current Value
$55.5M
Current Shares
224,571
Total Value Change
+$28.6M
Total Shares Change
+53,048
Other major holders of VLO: VANGUARD GROUP INC, BlackRock, Inc.
Decreased |
| 224,571 |
-0.7% |
| $55.5M |
| 0.3% |
| $217.71 |
0 |
| 2025-Q4 | Increased | 226,213 | +11.4% | $36.8M | 0.2% | $163.86 | 39 |
| 2025-Q2 | Increased | 203,092 | +5.2% | $27.3M | 0.2% | $131.95 | 36 |
| 2025-Q1 | Increased | 193,087 | +3.8% | $25.5M | 0.2% | $127.73 | 36 |
| 2024-Q4 | Increased | 186,085 | +2.4% | $22.8M | 0.2% | $115.23 | 35 |
| 2024-Q3 | Increased | 181,720 | +5.9% | $24.5M | 0.2% | $130.03 | 36 |
| 2024-Q2 | Decreased | 171,523 | -1.4% | $26.9M | 0.3% | $148.92 | 0 |